Filed June 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $55,463 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $41,313 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $12,259 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,663 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,126 | $47,126+17.0% | $149,673-63.2% | $74,419-25.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 20.09% | 22.75%-2.7pp | 134.42%-114.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $3,887 | $1,905+104.0% | $4,818-19.3% | $2,637+47.4% |
| Participant deferral / active EE | $8,162 | $2,728+199.2% | $5,680+43.7% | $4,528+80.3% |
| Admin fee / account holder | $203 | $343-40.6% | $13,210-98.5% | $348-41.5% |